Add a Note on a Property

Overview

Add a Note on a Property

This article demonstrates how to add a note to a property within Reapit Sales.

1. Search for your Property and open the Property Card.
2. Click Add a Note action icon.

3. Enter the notes Headline & Description
4. Assign yourself or another staff member who is directly associated with this note. Assign a Contact if applicable.
5. If applicable tick Publish Note if you would like all users to view the note
6. If applicable tick Add a Task to enter a follow up date. This will then create a task for you and appear in your task list on the allocated due date
7. Click Save

Your Notes will then appear in the left Contacts panel for quick reference when accessing your Contact.

Via Quick Action Icon

1. Click the Quick Action icon from the header and select Add Note from the drop-down